11/29/2018
The days of firms having “a secret guy in a back room who knows this or that” no longer exist, and real value now lies in the quality of advisory, and helping clients navigate the impacts of increasingly complex - and often onerous - global ta
11/29/2018
In an industry ripe for change, data-driven robotic process automation and artificial intelligence have a clear role to play
11/29/2018
The report reveals that the corporate services industry has never been so vital in underpinning globalisation
11/29/2018
“Data aggregation has become a staple in helping the collection of the totality of an individual’s or family’s wealth,” says Bill Crager, president of the turnkey asset management provider Envestnet.
11/29/2018
US Shines Brightest, But Prepare to Pivot as Opportunities Shift
11/29/2018
Satisfaction with wealth managers remains considerably lower than levels in the rest of the world; hybrid-model1 prioritization and closer customer connections are critical to wealth management firms’ success as BigTech disruption looms
11/28/2018
The Inclusive Wealth Report 2018, the full findings of which will be released in coming weeks, was curated by over 200 economists from around the world.
11/28/2018
The study «Succession Planning 2018: Perceptions and Opportunities for HNWIs» was conducted from February 2018 to September 2018 included in-depth interviews with over 100 HNWIs, with special focus on Hong Kong and Singapore.
11/28/2018
Another recession is coming. Luckily, one entrepreneur is backing a portfolio of startups that just might save you.
11/28/2018
The satisfaction is even lower for the region’s ultra high net worth (UHNW) segment, or those with investable assets of at least $20m, with only 53.6% of them satisfied with their wealth manager and 44.3% satisfied with the wealth management firm
11/28/2018
Congratulations to the UNEP FI and the CEOs of the 28 banks that are leading this initiative.
11/27/2018
So far this year the number of units sold via en bloc stands at 2,900 worth S$10 billion, compared to 3,300 worth S$8.2 billion for the whole of 2017.
11/27/2018
In July 2016 it was calculated female CF30s who were registered advisers made up just 13 per cent of the total intermediary community.
11/26/2018
Those of you reading this who are married and opted for the biggest of days with all the bells and whistles know exactly what we're talking about.
11/26/2018
Figures in the report are compiled from interviews with citizenship advisory firms that help wealthy individuals obtain foreign citizenships.
11/26/2018
Latin America's largest economy might follow India's path, seeing an accelerated, consistent pace of growth
11/26/2018
#1 Antigua Yes, this beach-heavy paradise is back and ready for you, with a truly wonderful, diverse hotel product, led by the Caribbean’s greatest concentration of unique, authentic all-inclusives, from the famous Galley Bay to the adults-only Pine
11/26/2018
Long synonymous with dripping diamonds, flashy Lamborghinis, and shiny Rolexes, rich people are being more discreet about their money.
11/26/2018
Moore Stephens says that these changes have directly led to more non-doms considering leaving the UK in the short term.
11/23/2018
The custody ranking of serviced funds remains again unchanged with BNP Paribas securing their first position as the largest custodian by assets with US$22.3bn.